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Back謝金河：台灣出口創歷史新高 8月達824億美元 年底有望躍升世界第五大出口國
謝金河：台灣出口創歷史新高 8月達824億美元 年底有望躍升世界第五大出口國
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自由时报20 minutes agoBusiness2 min readChinaView translation

謝金河：台灣出口創歷史新高 8月達824億美元 年底有望躍升世界第五大出口國

台灣出口謝金河財信傳媒

Quick Look

財信傳媒集團董事長謝金河指出，今年8月台灣出口創下824億美元歷史新紀錄，前8月累計5743.4億美元，年增超過44%。若維持月均800億美元，全年出口將達9000億美元，有望成為世界第五大出口國。他分析台灣對美國巨額順差掩蓋對南韓逆差，建議台灣無需對南韓過度客氣。

AI-generated summary

Why It Matters

今年8月台灣出口創下824億美元歷史新紀錄，前8月累計5743.4億美元，年增超過44%。謝金河分析指出，台灣對美國貿易順差巨大，但對南韓則存在顯著逆差，主要因大量從南韓海力士、三星採購HBM所致。

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財信傳媒集團董事長謝金河（資料照）

〔即時新聞／綜合報導〕今年8月台灣出口創下824億美元的歷史新紀錄。對此，財信傳媒集團董事長謝金河表示，從出口結構來看，台灣和南韓，美國形成微妙的三角習題，台灣出口的三角習題，不必對南韓太委屈求全。

謝金河在臉書PO文表示，今年8月台灣出口創下824億美元的歷史新紀錄，前8個月5743.4億美元，雙方雙成長超過44%，這是歷史新紀錄。如果今年剩下的4個月，台灣保持每個月800億美元的數字，今年的出口總額將達到9000億美元，很可能成為中國，美國，德國，南韓之後的世界第五大出口國，這是新的里程碑。

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謝金河指出，從出口結構來看，台灣和南韓，美國形成微妙的三角習題。台灣前8月對美國出口1803.19億美元，年增53.96%，順差高達1407.7億美元，美國對台灣的貿易占比31.4%。我不知道川普如果看到這個大額順差會對台灣說什麼？

謝金河續指，另一個是台灣對南韓出口229億美元，但進口高達651.71億美元，台灣對南韓的逆差422億美元。這個數字顯示，美國是台灣最好順差國，南韓是台灣最大逆差國。這是因為台灣大量從海力士，三星進行HBM所致，從另一個角度看，台灣對美國的大額順差隱藏著台灣對南韓經濟逆差。

謝金河分析，結果是台灣對南韓的逆差包在台灣對美國的順差裏面，如果南韓善待台灣，台灣勉強可以情義相挺，但南韓對台灣態度非常惡劣，李在明根本沒有把台灣放在眼裡，這個時候，台灣對南韓也不必太客氣。

謝金河直言，有人建議台積電可以考慮延伸至HBM，也可以大力協助美光，對HBM的採購轉移至美光！台灣縮減對南韓的逆差，應該好好想想，不必對南韓太客氣！

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What to Watch

AI outlook — possibilities, not facts

  • 台灣全年出口總額將達到9000億美元

    Possible · Within months

  • 台灣將縮減對南韓的HBM採購，轉而支持美光

    Possible · Within months

Open Questions

  • 美國政府是否會對台灣巨額貿易順差採取行動？
  • 台積電是否會真的將HBM採購轉移至美光？
  • 南韓對台灣的經貿政策是否會因此調整？

Related Topics

台灣出口
People謝金河
Organizations財信傳媒集團
Places台灣美國南韓
Topics謝金河財信傳媒美國貿易順差南韓貿易逆差HBM台積電
This article was originally published by 自由时报.

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